Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Milby is a financial advisor with Kestra Private Wealth Services, LLC. William has been in the financial services industry since 1985. William has a wide range of experience and expertise, including portfolio management, financial planning, insurance and investment strategies. William is also a Certified Financial Planner (CFP).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
12/12/2024 - Present
Kestra Private Wealth Services, LLC (Arlington VA)
VA
07/01/1994 - 11/05/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
NA
05/16/1988 - 07/14/1994
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/18/1988
SHERWOOD CAPITAL, INC.
NA
12/23/1985 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 02/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/25/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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